THE TEAM

All Advisors Client Reporting Client Services Investments Operations

A.J. Kratz

CFA, CFP®

Advisor

Amy Alexander

CPA

Controller & Assistant Compliance Officer

Client Services

Brandy Wagner

Director of Client Services

Chelsea Sloan

Director of People Experience

Cordia Kuykendall

People Experience Specialist

Gene Gard

CFP®

Chief Investment Officer

Client Services

Heather Gillespie

Client Services Specialist

Client Reporting

Jamie Baccus

CPA

VP, Client Reporting

Client Reporting

Jill Luna

Senior Reporting Specialist

Katie Stephenson

CFP®

Advisor

Advisors Operations

M. Andrew Shaul

CPA, PFS

Founder

Client Reporting

Madeline Stephens

Reporting Specialist

Michael C. Shaul

CFP®

Advisor

Mike Cochran

VP, Technology

Owen Keith

CFP®

Advisor

Richard Paessler

President & Chief Compliance Officer

Rob Dingler

CPA, PFS

Advisor

Sahil Sury

Senior Investment Associate

OUR VALUES

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ADDRESS

700 Colonial Road
#120
Memphis, TN 38117

GET IN TOUCH

[email protected]

CALL US

(901) 531-7423

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